See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,137 | $70,606-81.4% | $53,898-75.6% | $142,382-90.8% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 19.20% | 619.81%-600.6pp | 528.60%-509.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,902 | $1,202+224.6% | $932+318.6% | $4,299-9.2% |
| Participant deferral / active EE | $4,191 | $2,364+77.3% | $1,826+129.5% | $6,507-35.6% |
| Admin fee / account holder | $2,665 | $2,852-6.5% | $2,491+7.0% | $12,624-78.9% |